CAPTRUST Financial Advisors
FMDE icon

CAPTRUST Financial Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

CAPTRUST Financial Advisors’s Portfolio FMDE Stock Details FMDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,773
Closed -$207K – 2220
2024
Q1 		$207K Buy
+6,773
New +$193K ﹤0.01% 1981

Other funds holding FMDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

CAPTRUST Financial Advisors's FMDE Position: Q2 2024 in Review

CAPTRUST Financial Advisors sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2024, closing a stake of 6,773 shares — an estimated $207K sold.

CAPTRUST Financial Advisors first reported a position in FMDE in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 90 funds tracked by Wall St. Rank hold FMDE as of Q2 2024.

  • CAPTRUST Financial Advisors reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,773 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2024, an estimated $207K.
  • CAPTRUST Financial Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Fidelity Enhanced Mid Cap Core ETF position peaked at $207K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.